DSAM
Dock Street Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,339
| Closed | -$4.74M | – | 43 |
|
|
2023
Q2 | $4.74M | Sell |
10,339
-20
| -0.2% | -$9.16K | 0.82% | 26 |
|
|
2023
Q1 | $4.62M | Buy |
10,359
+657
| +7% | +$293K | 0.9% | 27 |
|
|
2022
Q4 | $3.78M | Buy |
9,702
+652
| +7% | +$254K | 0.87% | 28 |
|
|
2022
Q3 | $3.51M | Buy |
+9,050
| New | +$3.51M | 0.84% | 29 |
|
|
2022
Q1 | – | Sell |
-363
| Closed | -$233K | – | 74 |
|
|
2021
Q4 | $233K | Buy |
+363
| New | +$233K | 0.04% | 69 |
|